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Capsule CRM Migration

In case you want to improve the business processes and
migrate to Capsule CRM, we can help you perform the CRM data import

What you may migrate

List of supported Modules & Records in Capsule CRM

Discover how it works

Short and illustrated user guide to migrate Capsule CRM to or from another CRM

Capsule CRM migration price

Find the cost of your automated or custom migration service

Need to talk with an expert?

Start a Chat Schedule a Call

Supported modules

Modules and fields mapping may vary accordingly to your demands and business needs

Capsule CRM module name From Capsule CRM To Capsule CRM

Users

First name, last name, description, email, phone, adress details
Automated migrationCustom migration

Person

First name, last name, date, phone, email, adress details
Automated migrationAutomated migration

Oraganisations

Name, website, phone, email, billing adress, shipping adress, description
Automated migrationAutomated migration

Notes

Description, date, ownership
Automated migrationAutomated migration

Opportunities

Name, description,expected close date, sales stage, ownership, expected value
Automated migrationAutomated migration

Tasks

name, description, due date, ownership
Automated migrationAutomated migration

I Wish to Migrate

Two ways to complete your data migration

Depends on your time and budget you may select
the most comfortable way for you

Custom Migration Service

Any CRM Platforms. Any modules. Any conditions.Our techs will do everything for you!

Automated Migration Service

Migrate your Capsule CRM data fast and conveniently with the robust migration wizard. No risk. No tech skills required.

Personal Approach

We will take into consideration the requests and recommendations to perform the effortless
CRM migration and satisfy your company needs.

Any CRM Platforms

Move your business data from/to any CRM software with the help of Custom Migration Service securely.

There is no limit - any CRM you wish is supported

wizard mapping
wizard mapping

Any modules

Ensure the swift and secure data import of any CRM modules.

Accounts

Opportunities

Notes

Events

Contacts

Emails

Tasks

Meetings

Calls

Products

Leads

Any conditions

Use the custom migration service to simplify the migration process and overcome any hurdles with help of our technical team.

Our techs will perform data migration so that to fulfill your specific business needs and deliver you with the desired result

wizard mapping
wizard mapping

Individual Account Manager

Get a personal account manager who is always there to inform you about the CRM migration progress and answer your questions.

What Clients Say About Us

Ken Adams

To start with, working with Alex on the initial quote for the project went great. Lucy and migration team were easy to work with and made sure our data import went smoothly.

Ken Adams, netsapiens.com

Diane Carroll

Worth the time and money for custom Insightly import

Alex understood our needs very easily and was able to give us an affordable solution to importing Insightly organizations WITH relationships between organizations intact. Despite the time difference, the time it took to complete the job was completely within reason and we were told of the timetable in advance. The job was completed on time. The customer support team was very responsive.

Diane Carroll, www.masterymanager.com

Personal Approach. What Stands Behind?

The personal approach aims to exclude any possible issues during the CRM transition
and ensures to assist you through the migration process.

Request a call (or mail us) and clarify all necessary data about the CRM transfer.
phone call
analyze
Investigate and analyze your data migration requirements with the help of our techs.
Get the essential information and main steps of your data import.
efficiency
goal
Evaluate your CRM migration details and allow us to run the Full migration to the desired CRM.

Automated migration

You can set up the fields mapping and data import on your own.
Try a free Demo Migration to check the service in action and launch a CRM data transfer in an automated way.

Map fields you want to migrate

Take advantage of built-in data mapping option and set up the records migration to the selected fields. Also, you can exclude the transition of some fields in case they have no or little value for your business processes.

wizard mapping
wizard mapping

Migrate custom fields and data

You can move the custom data fields from the existing CRM to the desired platform, and transfer the default records right from the migration wizard

Proper data relation to employee

Data2CRM also supports the user mapping, so you can migrate records to the corresponding users on the new platform or choose the other user as well.

wizard mapping
Diane Carroll

Worth the time and money for custom Insightly import

Alex understood our needs very easily and was able to give us an affordable solution to importing Insightly organizations WITH relationships between organizations intact. Despite the time difference, the time it took to complete the job was completely within reason and we were told of the timetable in advance. The job was completed on time. The customer support team was very responsive.

Diane Carroll, www.masterymanager.com

Dave Brautigan

Alex did a kick but job moving our leads over to Sugar from Salesforce. We had some custom fields and he was able to get that info over also. All for a great price and in a pretty fast turn around. Would recommend highly!

Dave Brautigan

How it Works

1

Provide Your Current and New CRM System Details

This step requires defining your existing and future CRM solutions. You have to choose the current and desired CRM from the drop-down menus, specify URLs, and provide access credentials (login, password or API key).

wizard mapping
wizard mapping
2

Choose the CRM Modules You Want to Migrate

After defining the existing and future CRM details, select the entities you want to migrate. Check out the boxes and activate the modules for data import.

Also, you may change the specific fields mapping on your own to comply with your business needs.

3

Try a Free Demo Migration

Start a free Demo Migration to your new CRM platform to evaluate the automated switch between the existing and new CRMs. The service migrates the limited amount of users, accounts, contacts, leads, opportunities, tasks, notes, calls, emails, meetings, attachments together with relations between the records.

In case you want to get more advanced CRM Migration assistance that includes any custom data or modules transfer, you may request the customized Demo Migration.

wizard mapping
wizard mapping
4

Start Full Migration

Finally, you can start your Full Migration and switch data to your new CRM platform. When your Full Migration is completed, check its results out, and get down to running your business more efficiently with the new CRM solution.

Thomas Poscher

We switched from vTiger to bitrix24 with the help of data2crm. We had a lot of custom fields with very creative names in german. But Alex and his Team did it. It´s working fine and everything for a very reasonable price.

Thomas Poscher, www.myproduct.at

Estimate Your Own Migration Price

Find out how much Salesforce to data migration costs.

I wish to migrate: Don't know how to check a number of entities on your Salesforce? Look through our FAQ.

Additional entities
Get Estimates

Please, provide a valid e-mail to get estimates and a free e-book Our special e-book shows how to migrate your CRM data swiftly and accurately.

Automated Migration Price

We won't migrate Attachments in Automated Migration

Start free Demo Migration

Custom Migration Price

We'll migrate all selected modules, and you may set additional requirements.

Buy Custom Migration

Need to talk with an expert?

Irene will help you

Schedule a Call Start Online Chat
Get New Estimates
Get Estimates

Your Data Security - Top Priority for Us

We take security very seriously and have developed a comprehensive set of practices, technologies and policies to help ensure your business data is secure. Security is essential in working with customers’ information, Data2CRM.Migration team builds the service on the effective and security-focused practices.

Physical Security Layer

Our datacenters are hosted on secure facilities. It includes:
  • High-security video-monitored around all perimeter
  • Entry via a transponder key in electronic access control terminals
  • Surveillance cameras for 24/7 monitoring of access routes
Furthermore, it is protected from physical and logical attacks, and from natural disasters such as fires or floods.

Network Security Layer

Data2CRM network security team protects your data against the most sophisticated electronic attacks. We use the best and proven practices of network security. Data2CRM.Migration offers the following preventive measures:
  • network firewalls
  • DDoS preventions
  • network posture assessment

Application Security Layer

Our service provides you with HTTPS-encrypted communication, role-based authorization, and validation of all requests to ensure the security on the application level.

Security Audits

On a regular basis we scan all systems to prevent any vulnerabilities. The software is constantly updated, so all connections to the previous version are limited, logged and checked

What our clients say

Real testimonials from real clients

I engaged with data2crm after having severe difficulties with migrating Highrise notes over to Salesforce and with no success at finding the solution. We have just had the success of migrating over 12,000 notes to Salesforce. I cannot thank the data2crm team enough. From the Relationship manager to the developers who put their very best efforts into the task, and with great success. I can recommend the company as professional, efficient and friendly. Thanks, guys!

Marianne Jacobson

www.datacenterdynamics.com

We used Data2CRM for moving our business data to a new CRM system. The migration was simple, fast and effortless, that helped us to save lots of time and expenses. Many thanks to all Data2CRM team, we got a great assistance and high quality service in general.

Artem Lebedev

Executive Director of www.yaware.com

Alex and Lucy made the process easy to understand and painless. We are not a large company but our Highrise account was not set up properly and the migration process was a bit involved. In fact, I didn’t even realize how involved it was until Lucy took the time to go over each and every aspect of the migration and together we identified a few issues that required some special attention. Lucy was great and made suggestions that made the entire process go smoothly. Communication was great and very responsive. I would highly recommend Data2Migration to anyone looking to migrate from Highrise to Salesforce!

John Conway

edgelearningcommunity.com

All testimonials
No time to perform migration on your own?
Our techs will do everything for you!
Get Custom Migration Service
Try free demo migration with robust wizard!
No risk. No credit card. No tech skills required.
Start Free Demo Migration

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